SCHX icon

Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

726 hedge funds and large institutions have $12.8B invested in Schwab US Large- Cap ETF in 2020 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 254 increasing their positions, 303 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
726
Holders Change
+26
Holders Change %
+3.71%
% of All Funds
14.92%
Holding in Top 10
143
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.38%
% of All Funds
2.94%
New
78
Increased
254
Reduced
303
Closed
50
Calls
$1.79M
Puts
$232K
Net Calls
+$1.56M
Net Calls Change
+$1.13M

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$855M
2
UBS Group
UBS Group
Switzerland
+$75.6M
3
FVWA
Foster Victor Wealth Advisors
South Carolina
+$43M
4
PFG
Piershale Financial Group
Illinois
+$36.9M
5
HSA
HBK Sorce Advisory
Pennsylvania
+$36.6M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$412M
2
WANY
Wealthspire Advisors (New York)
New York
-$38.9M
3
CAM
Cresset Asset Management
Illinois
-$36.8M
4
SEI Investments
SEI Investments
Pennsylvania
-$36.8M
5
AssetMark Inc
AssetMark Inc
California
-$27.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
226
Circle Wealth Management
New Jersey
$3.74M +$4.08K +330 +0.1%
TFS
227
TrustCore Financial Services
Tennessee
$3.73M -$87K -7,044 -2%
KFC
228
Klingenstein Fields & Co
New York
$3.72M -$613K -49,644 -14%
BAM
229
Belpointe Asset Management
Nevada
$3.69M -$1.39M -112,134 -27%
AL
230
Aspiriant LLC
California
$3.66M -$942K -76,278 -20%
PCMC
231
Private Capital Management (Colorado)
Colorado
$3.65M -$313K -25,332 -8%
Fidelity Investments
232
Fidelity Investments
Massachusetts
$3.62M -$117K -9,474 -3%
MAS
233
Madden Advisory Services
Florida
$3.61M -$5.84M -472,824 -62%
FA
234
Financial Advisors
Massachusetts
$3.6M +$143K +11,598 +4%
SWM
235
Southern Wealth Management
Texas
$3.57M +$3.14M +254,082 +726%
MWM
236
Mission Wealth Management
California
$3.57M +$393K +31,788 +12%
ECG
237
Edge Capital Group
Georgia
$3.54M -$93.8K -7,596 -3%
FC
238
Forte Capital
New York
$3.5M -$59.5K -4,818 -2%
FSWA
239
Financial Synergies Wealth Advisors
Texas
$3.49M +$490K +39,684 +16%
Lido Advisors
240
Lido Advisors
California
$3.44M +$22.2K +1,800 +0.7%
EW
241
Element Wealth
Mississippi
$3.42M -$79.4K -6,432 -2%
MSWMA
242
Market Street Wealth Management Advisors
Indiana
$3.36M +$260K +21,036 +8%
CWA
243
Carolina Wealth Advisors
South Carolina
$3.26M +$50.2K +4,068 +2%
MS
244
Madden Securities
Texas
$3.26M +$3.26M +264,030 New
OCG
245
Opus Capital Group
Ohio
$3.18M +$3.18M +257,070 New
AAS
246
Avantax Advisory Services
Texas
$3.16M +$2.83M +229,308 +863%
PFM
247
Peak Financial Management
Massachusetts
$3.12M -$341K -27,588 -10%
VCM
248
Vivaldi Capital Management
Illinois
$3.08M +$735K +54,378 +31%
SPI
249
Santori & Peters Inc
Pennsylvania
$3.01M +$410K +33,234 +16%
ACP
250
Arcus Capital Partners
Georgia
$2.99M -$379K -30,660 -11%
8 9
10
11 12